|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.5M
|
+$1.46M
|
+33,566
|
+8%
|
|
|
2
|
ACG Wealth
Atlanta,
Georgia
|
$12.7M
|
-$1.02M
|
-23,447
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$165K
|
+3,793
|
+2%
|
|
|
4
|
|
$4.33M
|
+$2.23M
|
+51,143
|
+114%
|
|
|
5
|
WESCAP Management Group
Glendale,
California
|
$3.76M
|
+$431K
|
+9,891
|
+14%
|
|
|
6
|
|
$3.48M
|
+$3.36M
|
+77,071
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$2.79M
|
+64,095
|
+1,192%
|
|
|
8
|
Ashfield Capital Partners
San Francisco,
California
|
$3.05M
|
+$434K
|
+9,962
|
+17%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.45M
|
+$201K
|
+4,620
|
+9%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.08M
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$1.26M
|
+28,924
|
+232%
|
|
|
12
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$821K
|
–
|
–
|
–
|
|
|
13
|
SPC Financial Inc
Rockville,
Maryland
|
$678K
|
-$849K
|
-19,470
|
-56%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$411K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$313K
|
+$303K
|
+6,948
|
New
|
|
|
16
|
Well Done LLC
Holland,
Michigan
|
$217K
|
+$8.63K
|
+198
|
+4%
|
|
|
17
|
MGO One Seven
Beachwood,
Ohio
|
$202K
|
–
|
–
|
–
|
|
|
18
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$159K
|
+$35.8K
|
+820
|
+30%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$137K
|
+$132K
|
+3,030
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$119K
|
-$13.1K
|
-301
|
-10%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32K
|
–
|
–
|
–
|
|
|
22
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$26K
|
+$25.1K
|
+575
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$469K
|
-10,750
|
-96%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$16K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$9K
|
+$8.76K
|
+201
|
New
|
|
